CIK: 0001657703
申報總市值
US$2.7億
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 35.76% | -0.87% | +2.95% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 17.59% | +0.29% | -1.93% | |
| 3 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 17.38% | -0.58% | -0.52% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 12.63% | -0.48% | — | |
| 5 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 4.82% | -0.06% | -3.75% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.50% | +0.16% | -0.00% | |
| 7 | VUG | Vanguard Growth ETF | ETF-其他 | 3.38% | -0.33% | — | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.31% | -0.08% | — | |
| 9 | LPRE | Long Pond Real Estat Sel ETF | ETF-其他 | 0.95% | +0.90% | — | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.68% | +0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | +1.6% | +2.95% | 加碼 |
| 2 | IWV | Ishares Russell 3000 ETF | +0.4% | -0.52% | 減碼 |
| 3 | VUG | Vanguard Growth ETF | +0.4% | — | 不變 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | — | 不變 |
| 5 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | 不變 |
| 6 | VEA | Vanguard Ftse Developed ETF | -0.1% | -0.00% | 減碼 |
| 7 | VTI | Vanguard Total Stock Mkt ETF | -0.6% | — | 減碼 |
| 8 | ACWI | Ishares Msci Acwi ETF | -0.9% | -3.75% | 減碼 |
| 9 | IWD | Ishares Russell 1000 Value E | -1.9% | -1.93% | 減碼 |
| 10 | LPRE | Long Pond Real Estat Sel ETF | — | NEW | 新建倉 |